SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,267,911 | +6.4% | 49,977 | +8.2% | 0.04% | +12.9% |
| Q1 2023 | $1,191,163 | -11.6% | 46,187 | -13.9% | 0.03% | -83.1% |
| Q4 2022 | $1,347,395 | +10.2% | 53,617 | +9.4% | 0.18% | +3.4% |
| Q3 2022 | $1,223,000 | -71.4% | 49,030 | -69.8% | 0.18% | -68.1% |
| Q2 2022 | $4,278,000 | +31.7% | 162,331 | +38.9% | 0.56% | +39.1% |
| Q1 2022 | $3,248,000 | +792.3% | 116,872 | +850.9% | 0.40% | +873.2% |
| Q4 2021 | $364,000 | -90.5% | 12,291 | -90.5% | 0.04% | -93.1% |
| Q3 2021 | $3,849,000 | +109.4% | 128,931 | +110.6% | 0.59% | +62.6% |
| Q2 2021 | $1,838,000 | -21.7% | 61,235 | -22.6% | 0.36% | -29.5% |
| Q1 2021 | $2,346,000 | -24.5% | 79,132 | -21.6% | 0.52% | +1021.7% |
| Q4 2020 | $3,107,000 | -23.6% | 100,895 | -23.5% | 0.05% | -38.7% |
| Q3 2020 | $4,065,000 | -28.7% | 131,929 | -28.6% | 0.08% | -33.6% |
| Q2 2020 | $5,700,000 | +398.7% | 184,716 | +388.2% | 0.11% | +222.9% |
| Q1 2020 | $1,143,000 | -33.3% | 37,839 | -35.2% | 0.04% | -32.7% |
| Q4 2019 | $1,714,000 | +8.8% | 58,363 | +9.8% | 0.05% | -18.8% |
| Q3 2019 | $1,575,000 | +356.5% | 53,147 | +349.4% | 0.06% | +326.7% |
| Q2 2019 | $345,000 | +21.5% | 11,827 | +18.7% | 0.02% | -11.8% |
| Q1 2019 | $284,000 | -47.8% | 9,960 | -48.9% | 0.02% | -75.7% |
| Q4 2018 | $544,000 | – | 19,507 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 512,411 | $12,472,088 | 13.64% |
| McNamara Financial Services, Inc. | 2,057,437 | $50,078,012 | 12.50% |
| RESTON WEALTH MANAGEMENT LLC | 1,002,791 | $24,407,929 | 12.32% |
| Willow Creek Wealth Management Inc. | 3,135,494 | $76,317,937 | 11.36% |
| KWB Wealth | 2,757,296 | $69,952,612 | 11.22% |
| Leading Edge Financial Planning LLC | 612,567 | $14,909,874 | 9.55% |
| Beaumont Capital Management, LLC | 535,287 | $13,028,886 | 9.39% |
| AIFG Consultants Ltd. | 443,530 | $10,795,529 | 8.95% |
| Trinity Wealth Management, LLC | 586,867 | $14,284,334 | 8.86% |
| Great Lakes Retirement, Inc. | 1,965,244 | $47,834,029 | 8.62% |